Matt Grabner | South Bend, IN Financial Plan

Meet one of Everwise Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNER™ professionals.

Matt Grabner, CFP®

110 S. Main Street
South Bend, IN 46601

Office: (574) 284-6210 Ext. 6528

Helping members achieve their financial goals is my top priority.

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is both an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, working together, we can combine into an appropriate strategy for you.

Professional Qualifications

CERTIFIED FINANCIAL PLANNER™
Registered Representative of LPL Financial
Licensed Insurance Agent
Check Matt's background on FINRA's BrokerCheck

Let's work together to develop a plan to help you:

Retire more comfortably
Maintain your assets and your financial future
Fund your children's or grandchildren's education

Professional Services

Financial Planning
Investment Management
Personal Financial Assessments
Tax-Advantaged Investment Planning
Retirement Income Planning
Wealth Management
Portfolio Management
Comprehensive Financial Guidance
Retirement Planning
Insurance Planning

Together we'll answer the tough questions to give you financial confidence:

Is your retirement money invested properly?
Will you have enough income in retirement?
What should you do with a retirement plan from a previous employer?
How will you pay for a child's or grandchild's education?
What would happen to your family financially if you died?
How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union (Everwise) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS.